See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,884 | $24,730+4.7% | $66,042-60.8% | $84,808-69.5% |
| Participation rate | 18.8% | 68.1%-49.3pp | 67.5%-48.8pp | 68.3%-49.6pp |
| Annual return | 22.68% | 79.55%-56.9pp | 52.11%-29.4pp | 40.90%-18.2pp |
| Employer contribution / active EE | $687 | $857-19.8% | $1,579-56.5% | $2,631-73.9% |
| Participant deferral / active EE | $1,193 | $1,737-31.3% | $2,835-57.9% | $4,212-71.7% |
| Admin fee / account holder | $9,745 | $3,014+223.3% | $5,747+69.6% | $7,344+32.7% |